See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,080 | $150,440+19.0% | $136,294+31.4% | $147,584+21.3% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 14.48% | 1049.08%-1034.6pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,749 | $5,256-28.7% | $4,695-20.2% | $4,876-23.1% |
| Participant deferral / active EE | $7,090 | $6,630+6.9% | $6,247+13.5% | $5,439+30.4% |
| Admin fee / account holder | $32,673 | $10,905+199.6% | $9,243+253.5% | $10,885+200.2% |